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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Amana Growth Fund Institutional (AMIGX - Free Report) has a 0.66% expense ratio and 0.64% management fee. AMIGX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 14.32% over the last five years, this fund clearly wins.
Elfun Trusts (ELFNX - Free Report) : 0.18% expense ratio and 0.14% management fee. ELFNX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With yearly returns of 13.03% over the last five years, ELFNX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Advisor Technology M (FATEX - Free Report) is an attractive large-cap allocation. FATEX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. FATEX has an expense ratio of 1.22%, management fee of 0.53%, and annual returns of 18.76% over the past five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider.
Amana Growth Fund Institutional (AMIGX - Free Report) has a 0.66% expense ratio and 0.64% management fee. AMIGX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 14.32% over the last five years, this fund clearly wins.
Elfun Trusts (ELFNX - Free Report) : 0.18% expense ratio and 0.14% management fee. ELFNX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With yearly returns of 13.03% over the last five years, ELFNX is an effectively diversified fund with a long reputation of solidly positive performance.
Fidelity Advisor Technology M (FATEX - Free Report) is an attractive large-cap allocation. FATEX is a Sector - Tech mutual fund, allowing investors to own a stake in a notoriously volatile sector with a much more diversified approach. FATEX has an expense ratio of 1.22%, management fee of 0.53%, and annual returns of 18.76% over the past five years.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.